"European shopping centres are entering a new phase of recovery, characterised by improving fundamentals, broadening investor interest and an increasingly pronounced quality divide."

"Resilient fundamentals: UK shopping centre and high street investment is poised, not paused, for a stronger H2 2026"

"Consumer headwinds persist, but occupational fundamentals remain supportive"

"What does AI mean for the future of the physical store?"

"Geopolitical uncertainty slows investment activity, but resilient occupier demand and constrained supply continue to support rental growth, particularly in prime office markets."

"Volatility becomes orthodox"

"Divergence between consumer and occupier confidence emerged in 2025 as occupiers continue to take a longer-term view"